Posts – SafeSend Help Center

Change telephone number after delivery of the return

Kelly Howard August 16, 2022 13:19 Completed

3 votes 8 comments
Batch Gather requests with page selection

Kristina Croskey October 29, 2024 16:30 Completed

9 votes 6 comments
Client Portal-Reoccurring Login Issue

Jennifer Poland March 03, 2025 14:39 Completed

6 votes 5 comments
New feature that automatically adds comments

Steve Trojan June 20, 2024 14:19 Completed

0 votes 5 comments
Main menu on left-hand side; Default to expanded instead of collapsed

Philip Busenitz February 17, 2023 22:26 Completed

2 votes 5 comments
Invitation to Client Portal

Marty Farnham May 29, 2025 15:54 Completed

7 votes 4 comments
Update Contact Info

Marty Farnham May 16, 2023 14:09 Completed

0 votes 4 comments
Support 990 Return Types

Lavonda Taylor July 07, 2021 20:31 Completed

5 votes 4 comments
SafeSend Returns Payment Reminders

Martha Johnson February 01, 2025 18:37 Completed

3 votes 3 comments
Client View for users in Client One Hub Portal

Rebecca November 22, 2024 16:26 Completed

13 votes 3 comments
DRL from Gather

Tasha Arnold August 29, 2024 14:58 Completed

6 votes 3 comments
Document Request List - Exchange - Send to multiple people

Kristen Elmore August 21, 2024 19:40 Completed

4 votes 3 comments
SS Exchange Print Message

Marty Farnham February 19, 2024 19:59 Completed

11 votes 3 comments
CCH Direct Debit Generated Vouchers Missing Information

Alyse H. March 31, 2025 15:39 Completed

0 votes 2 comments
UltraTax Organizer - Cannot enter Months In Home for a dependent

Aaron Burns December 07, 2024 00:29 Completed

1 vote 2 comments
Allow Editing for "Send Files" Phrasing

Alexandra Lal October 28, 2024 21:25 Completed

1 vote 2 comments
Safe Send Exchange - DRL Viewing

Tammy Wishowski January 25, 2024 21:41 Completed

1 vote 2 comments
Provide a "trust this browser" option for MFA

Jon Diercks April 25, 2023 22:00 Completed

0 votes 2 comments
Bookmark Placement

Brent Ross January 29, 2022 16:19 Completed

1 vote 2 comments
Remember mobile phone numbers from year to year.

Joe Montgomery April 03, 2021 21:15 Completed

4 votes 2 comments
Payments Paid Button

Sarah Dill May 28, 2020 18:59 Completed

3 votes 2 comments
SSR - Returns Stuck in Uploaded Status

Annie M. May 15, 2025 15:11 Completed

0 votes 1 comment
Gather Welcome Screen Clarification Requested

Vicki Cap January 02, 2025 20:05 Completed

3 votes 1 comment
SafeSend Returns - Unable to Deliver Returns

Annie M. October 29, 2024 20:58 Completed

-1 votes 1 comment
Email me when files are downloaded should be a user option for Exchange

Tonia Vermilye January 19, 2024 19:45 Completed

0 votes 1 comment
SafeSend Exchange remember Q&A Answers

Tonia Vermilye January 19, 2024 19:32 Completed

1 vote 1 comment
Allow an option to turn off reminder for one client document without archiving

Chelsea James January 31, 2023 13:37 Completed

1 vote 1 comment
Editing a Community Post

Brent Ross February 06, 2022 11:13 Completed

0 votes 1 comment
SafeSend Organizers Status

Cindy Owens January 19, 2022 20:14 Completed

0 votes 1 comment
TicTie&Calculate Sign Off

Brent Ross January 07, 2022 19:58 Completed

0 votes 1 comment